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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,926 | $85,171-84.8% | $172,753-92.5% | $72,976-82.3% |
| Participation rate | 93.2% | 70.1%+23.1pp | 82.6%+10.5pp | 69.5%+23.7pp |
| Annual return | 23.96% | 27.32%-3.4pp | 803.00%-779.0pp | 81.02%-57.1pp |
| Employer contribution / active EE | $956 | $3,324-71.2% | $5,144-81.4% | $2,440-60.8% |
| Participant deferral / active EE | $1,589 | $3,260-51.3% | $5,198-69.4% | $3,608-56.0% |
| Admin fee / account holder | $1,474 | $5,880-74.9% | $13,956-89.4% | $5,124-71.2% |